📶 Market map: Recreating the modern investment firm

Venture capital and private equity are no longer cottage industries.

New capital has created more competition, and investment firms are more willing than ever to adopt new tools that will make them more effective and beat benchmark returns.

The modern investment firm looks a lot more like a tech company than a traditional financial services company.

• Lean teams

• Outsourcing the non-core work through software

• Higher output-per-employee

• Ability to scale AUM without scaling headcount

We don’t expect this to change, and we expect this revolution to accelerate.

The winners in this category will allow funds to act more agile, organized, and efficient.

Here is our breakdown on the different markets in this category and the opportunity zones in each.

What’s inside

• The smart CRM revolution

• Automating portfolio data collection

• Fund admin-as-a-service

• The modern investor’s communication stack

• LP tooling

• Other software that modern funds are powered on